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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MTWM
1476
Masso Torrence Wealth Management
New Jersey
$439K +$687 +5 +0.2%
LF
1477
Lantz Financial
Illinois
$438K +$1.79K +13 +0.4%
REMPR
1478
Roof Eidam Maycock Peralta (REMP)
California
$438K -$374K -2,719 -48%
OWP
1479
Obermeyer Wealth Partners
Colorado
$438K -$3.16K -23 -0.8%
GS
1480
GTS Securities
Florida
$434K -$146K -1,060 -27%
TNAM
1481
Terra Nova Asset Management
New York
$434K -$1.66M -12,086 -81%
EGA
1482
Eagle Global Advisors
Texas
$434K -$102K -743 -20%
ACA
1483
Affinity Capital Advisors
California
$434K – – –
SCM
1484
Sterneck Capital Management
Missouri
$434K – – –
LOAMU
1485
Lombard Odier Asset Management (USA)
New York
$433K +$398K +2,893 New
PP
1486
PDS Planning
Ohio
$432K +$24.7K +180 +7%
RCM
1487
RB Capital Management
Nevada
$432K +$1.92K +14 +0.5%
PCA
1488
Purkiss Capital Advisors
Connecticut
$432K +$24.9K +181 +7%
BFA
1489
Brown Financial Advisors
Ohio
$432K +$1.37K +10 +0.3%
TWP
1490
Triad Wealth Partners
Kansas
$431K +$27.1K +197 +7%
VPP
1491
Vertex Planning Partners
Illinois
$431K +$137 +1 +0%
CFS
1492
CRA Financial Services
New Jersey
$430K +$12.1K +88 +3%
RCM
1493
RNC Capital Management
California
$429K -$118K -858 -23%
RS
1494
R Squared
Hong Kong
$427K +$392K +2,856 New
SAA
1495
Southeast Asset Advisors
Georgia
$426K +$2.61K +19 +0.7%
IWA
1496
IVC Wealth Advisors
Pennsylvania
$426K +$6.87K +50 +2%
BF
1497
Brogan Financial
Tennessee
$424K +$2.34K +17 +0.6%
BCM
1498
Bourgeon Capital Management
Connecticut
$423K +$389K +2,828 New
SC
1499
Soundwatch Capital
Connecticut
$421K +$387K +2,815 New
AFM
1500
Armstrong Fleming & Moore
District of Columbia
$419K +$385K +2,802 New
58 59
60
61 62